Earnings View

This blog is devoted to helping investors make informed decisions. It will be regularly updated and provide opinions on earnings results. It is not intended to give investment advice and should not be taken as such. Consult your investment advisor.

Monday, February 12, 2018

Another set of earnings and another disappointment for General Electric Company(NYSE:GE) shareholders. Having updated investors on its turnaround strategy on a presentation in November, it was important for CEO John Flannery to demonstrate that a line has been drawn in the sand, notably on its ailing power segment, but the fourth-quarter earnings report failed to do this. That said, there were some good aspects to the earnings report, so let's take a look at four key takeaways -- two bad and two good -- from the presentations.READ THE FULL ARTICLE LINKED

The Boeing Company(NYSE:BA) stock had an outstanding 2017 as the company benefited from ongoing strength in the industry and internal execution on its aircraft platforms. In order to assess whether the company will have a similarly successful year in 2018, it's useful to look at what went right last year and the trends going into this year. In this vein, here are the five key things to look out for this year.READ THE FULL ARTICLE LINKED

So you're looking to buy stocks but aren't sure how to value them or decide which are the most attractive? It's a challenge for most newbie investors because it's hard to sift through the mass of numbers and stats thrown at you. To help you make sense of it all, here's my view on how to think about investing, and a demonstration of a method you can easily use to find suitable stocks for your portfolio.READ THE FULL ARTICLE LINKED

In a development that CEO John Flannery described as "deeply disappointing," General Electric Company(NYSE:GE) was forced to take a $6.2 billion after-tax GAAP charge relating to its insurance portfolio. It's not exactly what investors want to hear, after a few tumultuous months involving significant earnings misses and an unconvincing investor updatein November.READ THE FULL ARTICLE LINKED

Last year was one to forget for the commercial food equipment industry in the U.S. Earnings reports from multi-industrial companies like Illinois Tool Works and Dover Corp contained references to the softness in sales in 2017, while the message from pure-play food equipment companies like Wellbilt Inc. and The Middleby Corporation was pretty much the same. Is it part of a reversal of a trend, or merely a blip that's creating a buying opportunity in the sector, especially in a stock like Middleby, which has risen recently on hopes of a turnaround? Let's take a closer look.READ THE FULL ARTICLE LINKED

Saturday, February 3, 2018

Shares in Deere & Company(NYSE:DE) have gone up nearly 60% in the last 12 months, but there could be more to come. After a difficult few years operationally, the company looks set for a strong 2018. I think there are three key reasons to like Deere this year. Let's look at why this could be the case.READ THE FULL ARTICLE LINKED

Given the kind of year Caterpillar Inc.(NYSE:CAT) just had -- the stock rose nearly 70% in 2017 as it doubled its full-year earnings expectations -- it will be hard for the company to better it. However, that doesn't mean Caterpillar and its stock can't have another great year. A combination of positive momentum in its end markets and the benefits of substantive cost-cutting have positioned it strongly for 2018, so let's take a closer look at its prospects.READ THE FULL ARTICLE LINKED

AZZ Inc.(NYSE:AZZ) is delaying issuing third-quarter earnings due to a pending review of its historical accounting, which may or may not have a significant impact on its last three years' results. However, that isn't the only uncertainty created by the statement issued by the company on Jan. 9. Let's take a closer look at AZZ's announcement.READ THE FULL ARTICLE LINKED

Given the strength of the recovery in U.S. industrial production, it's reasonable to expect that a highly cyclical industrial supplier like MSC Industrial Direct(NYSE:MSM) would start to perform strongly. In a sense, that's exactly what's happening, as sales growth is now in the double digits, but on the other hand, the company's margin performance has been somewhat disappointing. Let's take a closer look at the company's recent first-quarter 2018 earnings report.READ THE FULL ARTICLE LINKED

By any standards, The Boeing Company(NYSE:BA) had an outstanding 2017. The stock's 89% rise is startling for a company of such size and a testimony to how many things went right for the company. I'm going to pick out a few of the highlights of 2017.READ THE FULL ARTICLE LINKED

Saturday, January 27, 2018

Shares of dividend aristocrat PPG Industries, Inc.(NYSE:PPG) rose 23.3% in 2017, a few points ahead of the S&P 500. It marks a return to form for the paintings and coatings company after a disappointing 2016, when the stock fell 4%.READ THE FULL ARTICLE LINKED

Shares in Honeywell International (NYSE:HON) rose 32% in 2017 as the industrial conglomerate significantly outperformed peers such as United Technologies and General Electric Company(NYSE:GE). While the former still needs to convince the market it's on track with its long-term objectives -- not least with the production of its geared turbofan engine and completion of its Rockwell Collins acquisition -- and GE battles with a possible structural problem at its power segment, Honeywell has had a solid year of execution. I have three key points to note:READ THE FULL ARTICLE LINKED.

Investors in General Electric Company(NYSE:GE) were left sorely disappointed by the stock's performance last year, but 2018 may prove to be a better one. New CEO John Flannery has plans in place to turn things around at the company, so let's look at what to expect from GE in 2018 from an investment perspective.READ THE FULL ARTICLE LINKED.

Friday, January 26, 2018

The valuations of multi-industrials company Illinois Tool Works(NYSE:ITW) and its peer 3M Company(NYSE:MMM) are at historical highs, that's pretty easy to see. In such cases, stocks usually need strong earnings growth in order to justify such valuation ratings, so the question turns to what kind of growth can Illinois Tool Works generate and is it enough to buy the stock?READ THE FULL ARTICLE LINKED

Last year was one to forget for auto-parts retailers, and many investors wrote off the sector. While the S&P 500 rose nearly 20%, the best-performing stock, Genuine Parts Company(NYSE:GPC) declined slightly; the most highly regarded stocks in the industry, O'Reilly Automotive, Inc. (NASDAQ:ORLY) and AutoZone, Inc(NYSE:AZO) declined around 14% and 10% respectively -- and Advance Auto Parts(NYSE:AAP) fell a whopping 41%.READ THE FULL ARTICLE LINKED

The stock prices of major mining shares surged in December, with leading stocks in the sector such as the U.K.'s Rio Tinto plc(NYSE:RIO)increasing 12.6%, and Brazil's Vale S.A. (NYSE:VALE) up 14.6%. While Rio Tinto's 9% gain in November can be attributed to company-specific reasons -- namely, the announcement of a deal to divest some non-core assets -- the move in December was very much a sector-wide phenomenon.

The recent outlook meeting from 3M Company(NYSE:MMM) showed it on track with its plan for 2016 to 2020; the numbers all add up. Alongside industrial peers like Illinois Tool Works(NYSE:ITW), Dover Corp.(NYSE:DOV), and Honeywell International(NYSE:HON), the company has been raising estimates on the back of stronger-than-expected sales growth.

It's been a good 2017 for 3M Company, but what will 2018 bring? Let's take a look at the recent outlook meeting, and focus on the one thing 3M investors need to see next year.

Monday, January 22, 2018

Honeywell International(NYSE:HON) has been the standout performer in the stable of industrial conglomerates, and its near- to mid-term prospects look better than its nearest peers, namely General Electric Company(NYSE:GE) and United Technologies Corporation (NYSE:UTX). In addition, analysts walked away from Honeywell's recent outlook thinking that management's guidance was too conservative and promptly raised it. I agree that the stock is worth buying and here's whyREAD THE FULL ARTICLE LINKED

There are two key reasons to buy stocks in the commercial construction sector: the ongoing cyclical recovery in the U.S., and the long-term megatrend of an emerging middle class in countries like China. As a population's GDP growth per head and consumer spending increase, it's going to need offices, warehouses, hotels, and retail centers. That's where companies like United Technologies, Ingersoll-Rand, Lennox International, and Allegion plc come in. Let's take a closer look at why these stocks are good plays on global growth in commercial construction spending.READ THE FULL ARTICLE LINKED

FedEx Corporation(NYSE:FDX) reported its fiscal second-quarter earnings a few days before Christmas. While it was easy to lose track of them in the festive merriment, they actually contained a lot of positive indicators for investors leading into 2018. Let's take a closer look at five key takeaways from the earnings presentations and how the company is set for the coming year.READ THE FULL ARTICLE LINKED